See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,622 | $149,679-50.1% | $117,039-36.2% | $147,584-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.67% | 19.31%+2.4pp | 18.95%+2.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $17,829 | $4,937+261.1% | $3,785+371.1% | $4,876+265.6% |
| Participant deferral / active EE | $8,400 | $4,912+71.0% | $3,929+113.8% | $5,439+54.4% |
| Admin fee / account holder | $422 | $7,856-94.6% | $5,974-92.9% | $10,885-96.1% |